Our Services

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The core of our Investment Management system is an automated investment advisory service that builds, monitors, and rebalances your portfolio. And you can get started with as little as $5,000 to invest.

Our portfolios are invested in up to 15 different stock and bond asset classes providing immediate diversification for your investments. These asset classes are weighted to provide a progressively increasing amount of risk and potential return. Lower risk portfolios are used for more conservative investors or investors who have shorter time frames for their objectives. These portfolios have more cash, short term bonds and less volatile stocks. As you move up the risk spectrum, our portfolios may hold more stocks and bonds with higher risk but higher potential returns.

We carefully select our investments using mutual funds and exchange traded funds with no transaction costs whose managers have demonstrated above average performance with below average expenses and risk.

Our Investment Management is NOT a Robo- Advisory service. While we offer the convenience of an online service, our investment advice is supported by real people who answer your calls! Although you may be a new investor our experience tells us you value both the convenience of technology and the security of a known, trusted advisor.

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Company Info

SJ Boyle Wealth Planning, LLC is a registered investment advisor in the state of New Hampshire. We work as a personal financial advisor to families in Hanover New Hampshire and all of New England helping them coordinate every aspect of their financial affairs including their educational, investment, retirement and estate planning. As a Registered Investment Advisor we work in a fiduciary capacity serving their best interests first!

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.